Position in BBDC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$241,196
-$7,811 QoQ
Shares Held
29,307
+8.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Creative Planning holds $462,647,698 across 180 Asset Management names. BBDC ranks #127 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
401,722 | $46,194,012 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
3,231,986 | $35,357,926 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
1,360,717 | $32,235,385 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
794,790 | $32,165,151 | |
| 5 | BLK |
BlackRock, Inc.
|
29,533 | $28,402,181 | |
| 6 | JHG |
Janus Henderson Group Ltc.
|
364,316 | $18,714,912 | |
| 7 | AMP |
Ameriprise Financial Inc
|
39,543 | $17,572,909 | |
| 8 | STT |
State Street Corp
|
113,253 | $14,333,299 |
All Filings in BBDC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,196 | 29,307 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $249,007 | 27,125 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $257,324 | 29,375 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $255,398 | 27,943 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $264,095 | 27,683 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $351,744 | 36,755 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $387,609 | 39,552 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $361,177 | 37,120 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $349,911 | 37,625 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $286,725 | 33,418 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $504,403 | 56,611 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $218,312 | 27,846 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $447,943 | 56,416 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $152,258 | 18,682 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $173,818 | 21,018 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $161,789 | 15,647 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||